Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.74K- 7.28% |
$244K - $266K
|
47.7K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.76K- 3.14% |
$246K - $268K
|
116K
$8.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.93K- 40.79% |
$257K - $280K
|
5.71K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.11K- 2.82% |
$268K - $292K
|
141K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.4K- 58.14% |
$287K - $313K
|
3.17K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.71K- 41.67% |
$308K - $335K
|
6.6K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-4.8K- 42.09% |
$313K - $342K
|
6.61K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.4K- 38.94% |
$352K - $384K
|
8.46K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5.42K- 4.64% |
$354K - $386K
|
111K
$8.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.65K- 5.87% |
$369K - $402K
|
90.6K
$6.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.87K- 11.63% |
$383K - $418K
|
44.6K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-6.44K- 2.08% |
$420K - $458K
|
303K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.09K- 94.95% |
$463K - $504K
|
377
$27.3K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-7.2K- 8.51% |
$470K - $512K
|
77.4K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.37K- 36.99% |
$481K - $525K
|
12.6K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-8.03K- 7.24% |
$524K - $571K
|
103K
$7.46M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.39K- 5.96% |
$547K - $597K
|
132K
$9.59M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.1K- 21.41% |
$594K - $648K
|
33.4K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.13K- 20.83% |
$596K - $650K
|
34.7K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.9K- 35.68% |
$646K - $705K
|
17.8K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-11.1K- 70.58% |
$722K - $787K
|
4.61K
$334K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.4K- 27.21% |
$744K - $811K
|
30.5K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 67.28% |
$750K - $818K
|
5.59K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-11.7K- 30.22% |
$765K - $834K
|
27.1K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-13.6K- 1.7% |
$885K - $965K
|
783K
$56.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.9K- 37.66% |
$909K - $991K
|
23K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.4K- 2.88% |
$938K - $1.02M
|
484K
$35.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15.6K- 7.41% |
$1.02M - $1.11M
|
195K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15.9K- 2.83% |
$1.04M - $1.13M
|
545K
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-16.5K- 24.31% |
$1.08M - $1.18M
|
51.4K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19K- 9.96% |
$1.24M - $1.36M
|
172K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-19.7K- 33.26% |
$1.29M - $1.4M
|
39.5K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.3K- 24.82% |
$1.39M - $1.51M
|
64.5K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-22.1K- 2.84% |
$1.44M - $1.57M
|
757K
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23K- 77.2% |
$1.5M - $1.64M
|
6.79K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-25.3K- 1.54% |
$1.65M - $1.8M
|
1.62M
$117M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30.1K- 31.33% |
$1.96M - $2.14M
|
66K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33.6K- 90.57% |
$2.19M - $2.39M
|
3.49K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-33.7K- 27.07% |
$2.2M - $2.4M
|
90.8K
$6.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.4K- 3.25% |
$2.37M - $2.59M
|
1.08M
$78.5M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.9K- 3.77% |
$2.54M - $2.77M
|
994K
$72M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-60.5K- 62.57% |
$3.95M - $4.31M
|
36.2K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-66.6K- 67.5% |
$4.35M - $4.74M
|
32.1K
$2.33M
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-72.9K- 16.35% |
$4.76M - $5.19M
|
373K
$27M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80.2K- 96.99% |
$5.23M - $5.71M
|
2.49K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80.2K- 17.05% |
$5.24M - $5.71M
|
390K
$28.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-87.5K- 96.2% |
$5.71M - $6.23M
|
3.45K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88.7K- 63.62% |
$5.79M - $6.31M
|
50.7K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-102K- 62.72% |
$6.63M - $7.23M
|
60.4K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-115K- 6.99% |
$7.53M - $8.21M
|
1.53M
$111M
|